Funds From: rclrx - Russell Lifepoints Conservative Strat R1 to tvcfx - Thornburg Value C


  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Equity Y , Russell US Defensive Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rclrx investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , International Tilts , Russel 1000 Lifepath , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for saybx investment picks
  • Holdings: Goodyear Tire & Rubber Co , NCR Corp , Precision Drilling Corp , Skyworks Solutions Inc , NASDAQ OMX Group, Inc. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for pcmrx investment picks
  • Holdings: DSV AS , Taiwan Semiconductor Manufacturing Co Ltd , Renault SA , ONO Pharmaceutical Co., Ltd. , Brenntag AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for hnccx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Sept14 , Cardinal Health Inc , St Jude Medical Inc , Helmerich & Payne Inc , Omnicare Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for pmcjx investment picks
  • Holdings: British American Tobacco PLC , Japan Tobacco Inc , Capita PLC , Roche Holding AG , Admiral Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for simtx investment picks
  • Holdings: Cimarex Energy Co , Helmerich & Payne Inc , Consol Energy Inc , Superior Energy Services Inc , Painted Pony Petroleum Ltd ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
Sign-up for sglsx investment picks
  • Holdings: Google Inc Class A , Amazon.com Inc , Priceline Group Inc , Gilead Sciences Inc , Crown Castle International Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for hnasx investment picks
  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , Apple Inc , Fidelity Cent Invt Portfolios , Exxon Mobil Corporation ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for feyix investment picks
  • Holdings: Synaptics Inc , Lithia Motors Inc Class A , Proto Labs Inc , Myriad Genetics Inc , Arrow Electronics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for ccacx investment picks
  • Holdings: Samsung Electronics Co Ltd , Vanguard Emerging Markets Stock Idx ETF , Hon Hai Precision Ind Co Ltd , iShares MSCI Emerging Markets , Taiwan Semiconductor Manufacturing Co Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for cemvx investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUSĀ® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO Real Return Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for pnlax investment picks
  • Holdings: Liberty Interactive Corp Class A , Actavis PLC , Gaming and Leisure Properties, Inc. , Clean Harbors Inc , First American Financial Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for rsinx investment picks
  • Holdings: Halliburton Co , Schlumberger NV , Dow Chemical Co , Baker Hughes Inc , Weatherford International PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
Sign-up for ignyx investment picks
  • Holdings: Johnson & Johnson , Chevron Corp , Merck & Co Inc , Pfizer Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for iutbx investment picks
  • Holdings: US Treasury Note 0.375% , US Treasury Note 0.25% , US Treasury Note 0.375% , Wells Fargo & Co , Oracle Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jpvax investment picks
  • Holdings: Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Value R6 , VY T. Rowe Price Growth Equity I , Voya Large Cap Growth Portfolio I ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
Sign-up for isspx investment picks
  • Holdings: Johnson & Johnson , Google Inc Class A , Harley-Davidson Inc , First Republic Bank , WellPoint Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for rgrox investment picks
  • Holdings: Synaptics Inc , Gulfport Energy Corp , Iconix Brand Group Inc , Ultimate Software Group Inc , First Republic Bank ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for ssmgx investment picks
  • Holdings: VY T. Rowe Price Capital Appreciation I , VY BlackRock Inflation Protected Bond I , Voya US Bond Index I , Voya Global Bond R6 , Voya Short Term Bond R6 ,
  • Category: Target Date 2016-2020
Sign-up for isnex investment picks
  • Holdings: Altegris Equity Long Short I , Altegris Fixed Income Long Short I , Altegris Futures Evolution Strategy I , Altegris Managed Futures Strategy I , Altegris Macro Strategy I ,
  • Category: Multialternative
Sign-up for giamx investment picks
  • Holdings: Cs Cayman Commodity Access Str Mutual Fund , FNMA FRN , FFCB FRN , US Treasury Note 0.25% , FNMA FRN ,
  • Category: Commodities Broad Basket
Sign-up for crcax investment picks
  • Holdings: Touchstone Total Return Bond Instl , Touchstone Ultra Short Dur F/I Instl , Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Premium Yield Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for tbaax investment picks
  • Holdings: Ambev SA , Emaar Properties PJSC , Remgro Ltd , Unilever PLC , Etihad Etisalat ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for tdmtx investment picks
  • Holdings: Gilead Sciences Inc , Amazon.com Inc , Visa Inc Class A , Catamaran Corp , Affiliated Managers Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for tcgrx investment picks
  • Holdings: Gilead Sciences Inc , Thermo Fisher Scientific Inc , JPMorgan Chase & Co , Total SA , Express Scripts ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for tvcfx investment picks
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar 5-Star Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Funds From: rclrx - Russell Lifepoints Conservative Strat R1 to tvcfx - Thornburg Value C
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry